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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.82B
Puts
$5.39B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1326
Hardin Capital Partners
South Carolina
$1.13M
SAM
1327
S.A. Mason
Michigan
$1.13M
ASC
1328
Atalanta Sosnoff Capital
New York
$1.12M
BW
1329
BIP Wealth
Georgia
$1.12M
MAWA
1330
Moss Adams Wealth Advisors
Washington
$1.12M
TMC
1331
Themes Management Co
Connecticut
$1.12M
PWMAG
1332
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M
OFS
1333
OneAscent Financial Services
Alabama
$1.11M
VGDSS
1334
VUB Generali dochodkova spravcovska spolocnost
$1.11M
LPAM
1335
Lodestar Private Asset Management
California
$1.11M
GIP
1336
Greatmark Investment Partners
Georgia
$1.11M
PIA
1337
Perennial Investment Advisors
California
$1.11M
FFM
1338
Flagstone Financial Management
Nebraska
$1.1M
DFCM
1339
Dark Forest Capital Management
Puerto Rico
$1.1M
AWM
1340
Accurate Wealth Management
Florida
$1.1M
TWM
1341
Thrive Wealth Management
Pennsylvania
$1.1M
LIA
1342
LBMC Investment Advisors
Tennessee
$1.09M
SC
1343
Sepio Capital
Utah
$1.09M
HWA
1344
HCR Wealth Advisors
California
$1.09M
TF
1345
Tudor Financial
Ohio
$1.09M
MAM
1346
Madison Asset Management
Wisconsin
$1.08M
CCG
1347
Coastwise Capital Group
California
$1.08M
PTP
1348
Platform Technology Partners
New York
$1.08M
CAC
1349
Core Alternative Capital
Georgia
$1.08M
FCCM
1350
First City Capital Management
Georgia
$1.08M